Paulo, Since Amazon uses restricted stock for compensation which, when issued and vested, frequently does not require employees to actually pay for the stock, unlike when stock options are exercised; how does Amazon's Paid In Capital increase?

Also, in the "Financing Activities" of the cash flow statement (p.38, 2014 10K), stock-based compensation is included as "Excess tax benefits from stock-based compensation" in the amount of $6M, and no proceeds from the vesting of stock based compensation are shown.

"Amazon Prime membership fees are allocated between product sales and service sales and amortized over the life of the membership according to the estimated delivery of services." - Amazon 10K, 2014, p. 25

The payment system will probably use existing credit card accounts, if so, cash back offers should remain in tact. Apple does not appear to be financing the transactions; the banks backing the credit cards would provide the financing.

According to the Amazon 2013 10K, AWS accounts for, at most, about 5% of Amazon's total revenue.

AWS revenues are included in "Other" - about $3.9B in 2013 (see page 25 of 10K). Amazon's total 2013 revenues were about $74B. So, if AWS accounted for the vast majority of "Other", its share of revenue would be only about 5%.

Amazon And Netflix See Opportunity As Studios Abandon Small Films [View article]

According to Netflix's own web site (see excerpt below), they neither own nor produce "House of Cards". Media Rights Capital owns "House of Cards" and Sony is a distribution partner. Netflix is licensing first-run rights to original content, similar to the broadcast and cable networks.

“House of Cards” is unique, as it is the first exclusive TV series to originate on Netflix.... “House of Cards” represents a slightly more risky approach; while we aren’t producing the show and don’t own it, we are agreeing to license it before it is successfully produced."

NWCorner - good point. Where determining incremental purchases of physical products is difficult, one can look at the growth rate of Amazon's media sales to get an estimate of how successful the Kindle Fire has been.

According to Amazon 10Q filings, the quarterly year-over-year growth rate of Amazon's worldwide media sales have decreased from 19% in 1Q12 (Kindle Fire was available on 11/15/11) to 7% in 2Q13.

Media sales should be accelerating, not decelerating. In addition, any sales of media, like physical goods, attributed to the Kindle Fire have to be incremental to what the buyer would have purchased without the device for true value to be realized.

According to Amazon 10Q filings, the quarterly year-over-year growth rate of Amazon's worldwide media sales have decreased from 19% in 1Q12 (Kindle Fire was available on 11/15/11) to 7% in 2Q13.

If Kindle devices were successful at spurring purchases of media (e-books, videos, music, games, etc.), one would expect the growth rate for media sales to accelerate, not decelerate. In addition, any sales of media attributed to the Kindle Fire have to be incremental to what the buyer would have purchased without the device for true value to be realized.

Here's an excerpt: "Now iCloud can remember your account names, passwords, and credit card numbers for you. And Safari will enter them automatically whenever you need to sign in to a site or shop online."

Also, Apple has chosen not to release the finger print scanner API to 3rd party developers - http://bit.ly/1a7tik3

Here is an excerpt from the report: Neil Shah, Senior Analyst at Strategy Analytics, said, "We estimate Samsung's operating profit for its handset division stood at US$5.2 billion in the second quarter of 2013. Samsung overtook Apple for the first time, which recorded an estimated iPhone operating profit of US$4.6 billion. With strong volumes, http://prn.to/12p8YLu

"But it looks like the one carrier everyone was holding their breath for, China Mobile will have to wait. Ironically, while the new iPhones will support the carrier’s forthcoming LTE networks, it doesn’t support the unique Chinese flavor of CDMA China Mobile uses for 3G. Unless Apple plans on unveiling a new device specifically for China Mobile tomorrow at its separately planned Chinese media event, it looks like this is one iPhone rumor that turned out false."